GFS
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GYL Financial Synergies’s DuPont de Nemours DD Stock Holding History

GYL Financial Synergies’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$249K Buy
2,222
+4
+0.2% +$407 0.02% 322
2024
Q2 		$224K Buy
2,218
+65
+3% +$6.36K 0.02% 344
2024
Q1 		$207K Sell
2,153
-47
-2% -$4.18K 0.02% 354
2023
Q4 		$212K Sell
2,200
-188
-8% -$17.1K 0.02% 346
2023
Q3 		$224K Buy
2,388
+75
+3% +$7.05K 0.02% 304
2023
Q2 		$207K Buy
+2,313
New +$199K 0.02% 331
2019
Q2 		– Sell
-1,564
Closed -$211K – 161
2019
Q1 		$211K Buy
1,564
+6
+0.4% +$833 0.12% 149
2018
Q4 		$211K Buy
+1,558
New +$224K 0.15% 128

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return